SAN LUIS OBISPO DOWNTOWN ASSOCIATION (EIN 261160630) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

LEBREN HARRIS

Phone

8055410286

Tax Period

2023-07-01 to 2024-06-30

SAN LUIS OBISPO DOWNTOWN ASSOCIATION, founded in 2008, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2023.

Mission

TO PROMOTE AND PURSUE THE GOALS AND INTERESTS OF BUSINESS OWNERS AND MERCHANTS LOCATED WITHIN THE DOWNTOWN BUSINESS IMPROVEMENT DISTRICT BOUNDARIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $269,641

Program Service Revenue $1,190,915

Investment Income $10,458

Other Revenue $29,226

TOTAL REVENUE $1,500,240

Expense Breakdown

Grants Paid $0

Salaries & Benefits $612,555

Fundraising Expenses $0

Program Expenses $763,678

Other Expenses $850,427

TOTAL EXPENSES $1,462,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,500,240	$1,528,192	0.0%
Expenses	$1,462,982	$1,500,673	0.0%
Net Income	$37,258	$27,519	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN PATRICK	President	2.00	Officer Director	$0	$0	$0
JAMES MENNO	Vice President	2.00	Officer Director	$0	$0	$0
DONNA LEWIS	Past President	2.00	Officer Director	$0	$0	$0
CAROLYN HERZOG	Treasurer	2.00	Officer Director	$0	$0	$0
IVY THOMPSON	Secretary	2.00	Officer Director	$0	$0	$0
COURTNEY KIENOW	Director	2.00	Director	$0	$0	$0
MARIAM OHANYAN	Director	2.00	Director	$0	$0	$0
MICHELLE JENKINS	Director	2.00	Director	$0	$0	$0
RACHEL HULBARD	Director	2.00	Director	$0	$0	$0
RANDY ADLER	Director	2.00	Director	$0	$0	$0
SAMANTHA WELCH	Director	2.00	Director	$0	$0	$0
SARA VASKOV	Director	2.00	Director	$0	$0	$0
SUZANNE SHONIG	Director	2.00	Director	$0	$0	$0
LEBREN HARRIS	CEO	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,500,240	$1,462,982	$349,262	$37,258
2023	$1,528,192	$1,500,673	$375,712	$27,519
2022	$1,172,958	$1,262,594	$368,631	$-89,636
2020	$794,693	$845,043	$280,811	$-50,350
2019	$898,082	$850,850	$404,675	$47,232
2018	$795,403	$735,590	$396,938	$59,813

SAN LUIS OBISPO DOWNTOWN ASSOCIATION